BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.54B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$7.24M
3
+$7.03M
4
JPM icon
JPMorgan Chase
JPM
+$2.96M
5
GE icon
GE Aerospace
GE
+$1.63M

Top Sells

1
+$3.16M
2
+$1.98M
3
+$1.91M
4
KSU
Kansas City Southern
KSU
+$1.87M
5
SLV icon
iShares Silver Trust
SLV
+$1.73M

Sector Composition

1 Energy 16.48%
2 Technology 10.09%
3 Financials 9.46%
4 Healthcare 9.3%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.32%
16,448
+1,179
77
$1.72M 0.31%
13,454
+3,140
78
$1.72M 0.31%
22,096
-2,650
79
$1.71M 0.31%
75,510
-36,950
80
$1.67M 0.31%
24,021
-12,984
81
$1.62M 0.3%
9,149
-4,013
82
$1.6M 0.29%
37,866
+116
83
$1.54M 0.28%
51,332
-22,664
84
$1.51M 0.28%
54,538
-29,160
85
$1.46M 0.27%
23,183
+215
86
$1.46M 0.27%
45,719
-2,384
87
$1.45M 0.26%
43,638
-100
88
$1.41M 0.26%
18,563
-18,275
89
$1.39M 0.25%
+13,004
90
$1.36M 0.25%
13,660
+7,536
91
$1.36M 0.25%
22,598
+53
92
$1.35M 0.25%
+28,294
93
$1.32M 0.24%
10,885
-221
94
$1.32M 0.24%
30,607
-1,881
95
$1.29M 0.24%
27,595
-67,757
96
$1.27M 0.23%
21,438
+288
97
$1.26M 0.23%
12,928
+3,636
98
$1.24M 0.23%
19,740
+370
99
$1.23M 0.23%
+23,144
100
$1.21M 0.22%
15,309
+1,584
2 3
4
5 6